Betterment Investment Accounts 60 Days Free Referral Bonus

Betterment investment accounts are offering 60 days for free as a sign-up bonus when you open a new account at Betterment.com through a current customer’s referral link.

New members will earn this Betterment 60 Days Free New Account Offer when you open your Betterment.com investing account with an initial deposit of at least $500 and maintain your $500 deposit for at least 90 days.

New Betterment customers always receive 30 days of free service to try out Betterment, but now when you sign up through another customer’s referral link, you will earn an additional 30 days for a total of 60 free days.

Plus, current Betterment account members will receive an additional 30 days free for each new customer that you refer who opens a qualifying account, and when you refer Betterment to 3 friends, you’ll receive a bonus 1 year free.

Betterment accounts allow you to seamlessly invest your money in 2 smart portfolios of stocks and bonds in a blend tailored for you with no minimum balance and no holding period requirements, plus transfers and trades are always free.

Betterment 60 Free Days New Account Bonus Details

In order to get the 60 free days, you must sign up through this Betterment Referral Link and make an initial deposit of at least $500 within 90 days of account opening.

You must then maintain your $500 initial deposit for at least 90 days.

This offer is valid only for new individual accounts with Betterment.

Take advantage of this Betterment investment bonus when you open a new account at Betterment.com today.

Betterment Referral Program Bonuses

Updated 10/9/2014: Betterment has now replaced their previous referral program offer that provided $25 to new customers and $10 to current customers with this new referral promotion that provides both customers with an additional 30 days of Betterment for free.

Once you open a new Betterment account, you can earn 30 free days for each new customer that you refer to Betterment.com, and you’ll earn a bonus 1 year free when you refer 3 friends to Betterment.

Plus, your referrals will receive 60 free days (30-day free trial + 30 free days referral bonus) when they open a new Betterment account, so everybody wins with the Betterment referral program.

This referral offer is valid only for new individual accounts with Betterment.

This offer is available to U.S. residents only.

To qualify for the bonus, referred friends must make an initial deposit of $500 within 90 days and not withdraw that initial deposit for 90 days.

For each qualified referral, you will receive 30 free days for your Betterment account, and your Betterment referee friend will receive an additional 30 days free on top of the regular 30-day free trial that is always provided to new Betterment customer’s accounts for a total of 60 free days.

Betterment Account Management Fees

You can try Betterment out for 30 days for free (60 days via referral link), and you can select your plan type at any time during your first 30 days.

Betterment offers the Builder, Better, and Best plan options.

The Builder plan has a .35% annual management fee with a $0 minimum balance requirement and a $100 monthly minimum deposit requirement.

The Better plan has a .25% annual management fee with a $10,000 minimum balance requirement.

The Best plan has a .15% annual management fee with a $100,000 minimum balance requirement.

If, at the end of 30 days, you have not selected a plan, Betterment will automatically assign you to a plan based on your balance and auto deposit status.

You may change your plan at any time, and any fees will be prorated.

An automatic deposit of at least $100 per month is required for the Builder plan.

Customers with a balance less than $10,000 and without automatic deposit will automatically be upgraded to the Better plan, and will pay $3 per month in lieu of the percentage management fee.

Customers who do not meet the minimum balance for a plan may still elect to be in that plan by paying $3 per month for a “Better” plan or $21 per month for a “Best” plan. These charges are in lieu of the percentage management fee.

Customers who opened a Betterment account prior to February 21, 2012, have the option to remain in the original Betterment pricing structure.

Betterment Offers up to 6 Months Free

Besides the 30 days for free that is available to all new Betterment customers, you can also qualify for up to 6 months free when you make a qualifying deposit.

$5,000 initial deposit = 3 months free.

$25,000 initial deposit = 4 months free.

$100,000 initial deposit = 6 months free.

Your new individual account with Betterment must be funded with the qualifying amount within 90 days of registration, and you cannot withdraw your initial deposit for at least 90 days.

About Max Messner

Comments

I just signed up for a new Betterment account to take advantage of the $25 sign-up bonus and invest some money, and I thought I’d share my experiences.

The account opening process is very quick and easy. It just requires some basic information including your Social Security Number and address as well as some standard financial details like your income range.

You can link your checking account to your Betterment.com account during the application process using your routing number and bank account number, and then they send you 2 small deposits to verify within a few days.

Other than that, you just have to verify your email address, and then you can immediately log in to your new account at Betterment.com.

Once you open your new account and log in, you can immediately see the $25 pending account bonus listed under the Activity tab in your account.

You then just have to complete your initial deposit of $250 or more for the $25 bonus to be deposited into your account.

They have an Advice tab, where you can compare the potential results of different investment strategies, and it’s easy to adjust your allocations or review your investment returns.

Everything seems great with my new Betterment account so far, and I now just have to wait to confirm my verification deposits in my checking account, so that my initial deposit clears and I can start investing, plus get my $25 new account bonus.

If anybody else would like to share their Betterment.com experiences, please feel free to leave a comment.